Keep up with the latest retirement news, insights, and trends
Webinars for financial professionals
On-demand webinars on topics important to your business.
Retirement legislation
Get the latest retirement news from Capitol Hill and find out what's happening with current retirement reform and legislation.
Retirement research and thought capital
Discover retirement thought leadership and research insights to connect with clients and participants.
Investments and economic insights
Read global insights and quick takes on the capital markets from Principal Asset Management.
Retirement plan prospecting
Want to find new clients or expand existing relationships? Check out our retirement plan prospecting resources to help you earn respect and solve plan sponsor challenges.
How to use the Form 5500 as a prospecting tool (PDF)
Small Plan prospecting checklist (PDF)
Boost your retirement plan practice (PDF)
Why be in the retirement plan business? (PDF)
Create and market a value proposition to land more retirement plan clients
A simple, yet powerful "promise of value" can help you attract and retain clients.
Four simple steps to create a value proposition (PDF)
Adding data security to your value prop (PDF)
Resources and ideas to build new relationships in retirement
Small business retirement plans can be a great way to increase and diversify your revenue.
Total Retirement Solutions
Give your clients access to a single holistic view of all their retirement plans with the expertise they’re looking for.
Retirement materials for participants and plan sponsors
Fees, investments, financial wellness, and more. Client-ready materials save you time and help you make an impact for your clients.
Resources to help participants
Knowledge center for participants
Resources to help plan sponsors
Fees
Understanding how retirement plan fees can be paid (PDF)
Fee policy statement
Help your clients develop a repeatable, defendable process. This non-branded template can help you create a fee policy statement for all your clients.
DC fee policy statement (DOC)
DB fee policy statement (DOC)
Retirement plan fee levelization
Fee levelization remains an important topic. Use these resources to tee up conversations and help clients develop a repeatable, defendable process.
Fee evaluation workbook
A workbook that can help you determine if the costs of a retirement plan are reasonable compared to the value received.
Download fee evaluation workbook (PDF)
Investments
Investment policy statement
Sample investment policy statements you can share with plan sponsors.
DC investment policy statement (DOC)
DB investment policy statement (DOC)
Target date analyzer
Easily evaluate and compare target date funds with your clients.
Plan administration
Client service calendar
Share this customizable calendar with your clients to help them stay on top of key dates regarding their retirement plan.
Download calendar (DOC)
Managing fiduciary duties remotely and retirement plan governance (PDF)
The subject matter in this communication education only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Guarantees are based upon the claims-paying ability of the issuing insurance company. Investment and Insurance products are:
Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, Credit Union or Any Bank
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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